Sponsor portfolio
LUTZ & WHITLEY, INC.
EIN 36-4701843Retail TradeLatest filing 2024
Plans
1
Retirement
1
$99K assets
Welfare
0
Participants
2
3429 TORINGDON WAY, SUITE B-112 - CHARLOTTE, NC 28277704-919-0038
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUTZ & WHITLEY, INC. 401(K) PROFIT SHARING PLAN | 401k | $99K | 2 | 2024 |
Retirement plans